Account Executive

Inbound Account Executive — AI Tax Software Full-time Target OTE:
Approximately $85,000 | $22/hour base + uncapped commission Close customers. Become an expert. Help transform an industry.

Smart Wiz is building the financial operating system for millions of Americans—starting with an AI-powered platform that helps independent tax professionals and CPAs prepare returns in minutes.

Our AI tax assistant, Wizzy, reads a client’s documents, drafts the return, and enters the information directly into the professional tax software the preparer already uses. That means less re-keying, fewer tabs, and more time serving clients and growing their businesses.

Smart Wiz is headquartered in Birmingham, with a new office in Silicon Valley. We are SOC 2 compliant and serve independent tax offices across the country.

We now have a good problem: more tax professionals are requesting demonstrations than our current team can serve.

We are hiring Inbound Account Executives who can lead excellent product demonstrations, manage a disciplined follow-up pipeline, and close the right customers.

You will own the sales process from the first conversation through signed contract and initial payment.

• Lead approximately 4–8 qualified video demonstrations and sales conversations per day, depending on deal complexity and pipeline needs.
• Confirm booked demonstrations and proactively manage your calendar to reduce no-shows.
• Begin each conversation with discovery to understand the prospect’s business, current workflow, software, return volume, and goals.
• Demonstrate Wizzy live and tailor the presentation to what matters most to each customer.
• Explain pricing clearly, confidently, and honestly.
• Ask for the sale, collect the customer’s required initial payment, and schedule onboarding before the call ends.
• Complete a same-day warm handoff to the onboarding team with accurate notes about the customer’s software, volume, workflow, and objectives.
• Follow up consistently with interested prospects who are not ready to purchase during the first conversation.
• Maintain accurate customer activity, notes, deal stages, contract values, and next steps in Hub Spot.
• Surface recurring customer questions, objections, product issues, and opportunities to the teams building Smart Wiz.
• Be honest about where the product is strongest and when it may not yet be the right fit. We earn trust by telling the truth.

You do not need tax-software experience before joining Smart Wiz.

Every Account Executive completes the paid Smart Wiz Academy, which covers the product, professional tax fundamentals, the tax professional’s workflow, our sales methodology, and demonstration certification before taking solo calls.

You need to be comfortable with technology, eager to learn, and capable of becoming a credible product expert.

Within your first 90 days, you will be able to:

• Lead a complete Smart Wiz demonstration independently.
• Understand a tax professional’s workflow and connect the product to their specific business needs.
• Run effective discovery conversations instead of delivering a generic product pitch.
• Close qualified opportunities without over promising or immediately relying on discounts.
• Maintain consistent follow-up so qualified opportunities do not go cold.
• Keep an accurate, organized, and actionable pipeline in Hub Spot.
• Deliver clean handoffs that prepare the onboarding team and customer for success.
• Demonstrate strong product knowledge, coachability, sales judgment, and personal accountability.

Success is measured by more than signed contracts. We evaluate revenue closed, conversion, customer retention, follow-up discipline, CRM accuracy, product knowledge, handoff quality, and the overall customer experience.

A sale is only successful when the customer understands what they purchased and has a clear path to using it.

• You communicate with warmth, confidence, and credibility.
• You listen carefully and ask thoughtful questions before presenting a solution.
• You have experience in sales, customer service, account management, financial services, software, or…